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Est. 2026The front page of wealth managementNew York

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RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

507 firms manage $3.3 trillionConnecticut

Open in the Atlas screener

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  1. 15298
    Cruiser Capital Advisors, LLCStamford, CT · 6 clientsPrivate fund adviser
    Pershing 82%
    $104M
  2. 15307
    Alexander Capital Advisors, LLCNew Canaan, CT · 17 clientsPrivate fund adviser
    Schwab 100%
    $104M
  3. 15312
    Wavelength Capital Management, LLCWestport, CT · 1 clientsAsset manager
    No custodian reported
    $104M
  4. 15389
    Swiss Finance Private Wealth Management LLCSouthbury, CTAsset manager
    No custodian reported
    $101M
  5. 15532
    Oxford Gate Management, LLCGreenwich, CT · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $91M
  6. 15679
    Wright Private Asset Management LLCShelton, CT · 36 clientsAsset managerHybridWright Investors' Service Distributors, Inc.
    Schwab 68%
    $74M
  7. 15703
    Monachil Capital Partners LPGreenwich, CT · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $72M
  8. 15710
    Oxford Park Management, LLCGreenwich, CT · 1 clientsAsset managerHybrid
    No custodian reported
    $71M
  9. 15724
    Tanaka Capital Management IncGreenwich, CT · 18 clientsAsset manager
    No custodian reported
    $69M
  10. 15802
    Grayscale AdvisorsStamford, CT · 8 clientsAsset managerHybridGrayscale Securities, LLC
    No custodian reported
    $61M
  11. 15995
    Victoryarc Holdings LPGreenwich, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $41M
  12. 16265
    Private Capital Asset Management LLCDarien, CT · 8 clientsWealth manager
    Pershing 100%
    $13M
  13. 16331
    Breacher Capital Advisors, LLCStamford, CT · 3 clientsAsset manager
    No custodian reported
    $8M
  14. 16346
    NewdaySouthbury, CTWealth manager
    Schwab 100%
    $7M
  15. 16566
    USI Securities, Inc.Glastonbury, CT · 163 clientsBroker-dealer firmHybrid
    No custodian reported
    $0
  16. 16568
    The Winthrop CorporationShelton, CTAsset managerHybridWright Investors' Service Distributors, Inc.
    No custodian reported
    $0
  17. 16571
    Tscg Investors, LLCSimsbury, CTAsset manager
    No custodian reported
    $0
  18. 16578
    UBS Farmland Investors LLCHartford, CTAsset managerAffiliated broker-dealerUBS AG, UBS Asset Management (US) Inc.
    No custodian reported
    $0
  19. 16788
    Waldo.ai, Inc.New Haven, CTAsset manager
    No custodian reported
    $0
  20. 16812
    Night Owl Capital Canada, LLCGreenwich, CTAsset manager
    No custodian reported
    $0
  21. 16873
    Fairlead Strategies LLCGreenwich, CT · 82 clientsAsset manager
    No custodian reported
    $0
  22. 16896
    Aqualis Partners LLCDarien, CTAsset manager
    No custodian reported
    $0
  23. 16903
    Coinbase AdvisorsStamford, CTAsset managerAffiliated broker-dealerCoinbase Capital Markets Corp, clears through Apex Clearing
    No custodian reported
    $0
  24. 16916
    AQR Flex Management, LLCGreenwich, CTAsset managerHybridAQR Investments, LLC
    No custodian reported
    $0
  25. 17006
    Twenty Four WealthDarien, CTAsset managerHybrid
    No custodian reported
    $0
  26. 17038
    Stelvio Private WealthGreenwich, CTAsset managerHybrid
    No custodian reported
    $0
  27. 17141
    PlootusNew Haven, CT · 5,500 clientsAsset manager
    No custodian reported
    $0

RIAs by state